Home / Course catalog / Client Relationship Model Phase 2 (CRM ... (LCI002)

Continuing Education → Compliance

Client Relationship Model Phase 2 (CRM 2) (LCI002)


Description

The Client Relationship Model has arrived, in all its glory, stages and phases! This AUDIO course will explain the background of the rules and how it came to be, but focuses on CRM2, Phase 3... Because that's the one that most people are interested in.

1.0 CE Credit
Accreditation: IAS17133801
1.0 FP Canada
Accreditation: 6381



This CE activity has been approved by FP Canada as meeting the requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 6381 CE Credit Type: Compliance

Content
  • 1. The Client Relationship Model (CRM)
  • 1.1 Introduction to CRM
  • 1.2 Background and History
  • 1.3 CRM 1
  • 2. The Client Relationship Model 2 (CRM2)
  • 2.1 CRM2 Phase 1
  • 2.2 CRM2 Phase 2
  • 2.3 CRM2 Phase 3
  • 3. CRM2 Phase 3: Fees and Compensation Report
  • 3.1 Fees to be included
  • 3.2 Three Sections of the Fees and Compensation Report
  • 3.3 Compensation Not Included
  • 3.4 Additional Points About Reporting Fees
  • 4. CRM2 Phase 3: Investment Performance Report
  • 4.1 Investment Performance Report
  • 4.2 Standard Return Calculation - MWROR
  • 4.3 The Benefits of TWROR and MWROR
  • 4.4 Why Not Convert TWROR to MWROR Data?
  • 4.5 The Use of Graphs and Charts
  • 4.6 Time Periods and Timing of Information Reported
  • 5. Additional and Concluding Points
  • 5.0 Additional and Concluding Points
  • Final Test
  • CRM2 Final Test
Completion rules
  • You must complete the test "CRM2 Final Test"
  • Leads to a certification with a duration: Forever